Paraplanner - Henley-on-Thames

TN United Kingdom; Henley-on-Thames; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading financial planning practice in Henley-on-Thames seeks a qualified Paraplanner. The role involves producing technical reports, supporting advisers, and ensuring compliance in documentation. Ideal candidates will have significant experience in financial services and strong communication skills.

Qualifications

• At least 5 years’ experience in financial services, 2 years in a Paraplanning role.

Responsibilities

• Produce compliant reports and documentation for clients.
• Write comprehensive suitability reports.
• Support the adviser team on technical matters.

Skills

Communication

Organisational Skills

Leadership

Education

Level 4 Diploma

Tools

Microsoft Word

Excel

Outlook

Adviser Office

Volume

Pulse

Job description

Job Description:

We are currently recruiting for a Financial Planning practice based in Henley-on-Thames who are looking to recruit a Paraplanner. They are ideally looking for a Level 4 Diploma Qualified Paraplanner with good paraplanning experience.

Main Purpose of the Role:

• To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser
• To write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand)
• To provide support to the adviser team on technical matters

Duties and Responsibilities:

• Production of new business reports and recommendations
• Following client meetings, ensure the Fact Find and all other relevant financial information is obtained to proceed with a full financial needs analysis
• Liaise with Business Administration for any additional information required
• Liaise with Investment, and accounts and dealing teams regarding reviews of existing investments and feasibility of in-specie transfers
• Analyse client information and existing investments/insurances, identifying any gaps in the clients’ financial plans
• Construct appropriate solutions for clients and make recommendations in conjunction with the advisers

Skills and Knowledge Requirements:

• Willingness to undertake study
• Ability to manage own workload and work within a small team
• Knowledge of business processes, standards, policies, and procedures
• Experience within the Financial Services Industry
• Exceptional communication skills at all levels
• Excellent organisational skills
• Knowledge of Microsoft Word, Excel, Outlook, and ideally Adviser Office, Volume, and Pulse dealing system
• Ability to work under pressure at times
• Provide leadership for the team
• Ideally at least 5 years’ experience in the financial services industry, of which a minimum of 2 years has been in a Paraplanning role within a firm of financial advisers
• Produce Technical Bulletins for website and client emails